November 2024

Berkshire Hathaway (BRK.B) - Portfolio Analysis

Detailed examination of Berkshire's recent portfolio moves, cash deployment strategy, and Buffett's positioning in the current market environment with emphasis on the Apple stake reduction.

Conglomerate Value Investing
Portfolio Analysis HOLD
Target Price $480
Pages 18
Read Analysis
October 2024

Consumer Discretionary Sector Review Q4 2024

Quarterly analysis of consumer discretionary trends, examining changing consumer behavior, inventory levels, and margin pressures across key subsectors including retail and automotive.

Sector Analysis Consumer Trends
Sector Review CAUTIOUS
Companies 12
Pages 31
Read Review
September 2024

Johnson & Johnson (JNJ) - Pharmaceutical Pipeline Analysis

In-depth analysis of J&J's pharmaceutical pipeline, focusing on key drug candidates, patent cliff management, and the company's strategic shift following the consumer health spinoff.

Pharmaceuticals Pipeline Analysis
Company Analysis BULLISH
Target Price $185
Pages 22
Read Analysis
August 2024

NVIDIA (NVDA) - AI Infrastructure Play

Analysis of NVIDIA's dominant position in AI infrastructure, examining competitive moats, datacenter growth prospects, and valuation considerations amid the AI revolution.

Semiconductors Artificial Intelligence
Thematic Analysis HOLD
Target Price $140
Pages 19
Read Analysis
July 2024

JPMorgan Chase (JPM) - Banking Sector Leadership

Comprehensive analysis of JPMorgan's market-leading position, examining credit quality, interest rate sensitivity, and digital transformation initiatives.

Banking Financial Services
Company Analysis BULLISH
Target Price $220
Pages 26
Read Analysis
June 2024

Caterpillar (CAT) - Infrastructure Cycle Analysis

Analysis of Caterpillar's positioning in the global infrastructure cycle, examining demand drivers, margin expansion opportunities, and exposure to emerging markets.

Heavy Machinery Infrastructure
Cyclical Analysis HOLD
Target Price $385
Pages 20
Read Analysis
May 2024

UnitedHealth Group (UNH) - Healthcare Ecosystem Dominance

Deep dive into UnitedHealth's integrated healthcare model, examining the synergies between UnitedHealthcare and Optum, and the company's competitive advantages.

Health Insurance Healthcare Services
Business Model Analysis BULLISH
Target Price $620
Pages 28
Read Analysis

Research Methodology

Fundamental Analysis

Deep financial statement analysis, competitive positioning assessment, and business model evaluation form the foundation of every research piece.

Valuation Framework

Multi-faceted valuation approach using DCF models, comparable company analysis, and sum-of-the-parts methodology where applicable.

Risk Assessment

Comprehensive risk analysis covering industry dynamics, regulatory concerns, competitive threats, and macroeconomic sensitivities.

Thesis Validation

Regular thesis updates and performance tracking with clear catalysts identification and timeline expectations.